Module Overview:

The Contract module in Workbench offers a more detailed method of controlling projects. The name "Contract" does not imply that all jobs with a physical contract will use the module, but rather ones that need to utilise Progress Claims, control Retentions held, or produce Forecasts and Cashflows. You can create New Sub Jobs that become part of the Contract and can be managed using this module.

When creating a new Job, you will be asked if you wish to enable the Contract module for that Job. If you agree, you will be directed to the Contract Settings tab. If you don't, you still can enable this module later by clicking on the button +New Contract on the Job Maintenance screen. One job has only one Contract.

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Creation a new Contract on the Job maintenance screen

There is no Job Contract list screen; you can only view the Job Contract for each job individually. To hide or show the tabs on the Contracts screen, use the ‘Contract Tabs’ setting. You can control access to these tabs by User or at a Global level.

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The diagram below shows the claim process of the Job Contract:

Please click on sub pages for details: